One of the best management concepts is Dan Sullivan’s "Who Not How." Here's how it applies to your WalkMe deployment... I've been a solo WalkMe consultant almost 4 years now. Always learning, reading, trying to get better. I read something recently by Dan Sullivan at Strategic Coach that really resonated with me. He has a great book ca...

Friends don't let friends self-host WalkMe. If your publish to PROD involves getting .zip files over to your friend in IT, you're doing it wrong... I can hear you now. "Jeff, Jeff Jeff... You don't get it, we're a big corporation, we've got security requirements, we're special, we have a world class IT team..." (Or you just say "HIPAA"...

Biggest concrete stat from my WalkMe Engagements this year: 75% Error Reduction in a core process. Here's how... Everyone wants hard numbers. Yeah, WalkMe is helpful, it's in-app, it's easier for people. We get it. But how much did it improve our processes? Alright, I have one for you. Earlier this year I helped implement WalkMe onto a...

How's WalkMe working for you? As a holiday gift to my network, I'm offering one free WalkMe Roadmap Assessment. Here's what this is and why your org needs it... Are you getting all the value from WalkMe that you could be? Is your WalkMe content optimized or a maintenance nightmare? Is your team steady or did your WalkMe builder just le...

When building WalkMe, how much should you focus on "Requirements"? The answer may surprise you... When I worked at Sikorsky Aircraft helping design the CH-53K (pic attached), I heard the word "Requirements" 100x a day: Requirement-123: The helicopter has to be this wide or the HMMVW won't fit. Requirement-456: The avionics has to send ...

It's just putting balloons on the page, right? How hard could it be? Here are my top 10 items to check before publishing a WalkMe Walk-Thru: ✅ Number of Steps No one wants to click through 20 steps. Auto-click what you can. As few manual steps as possible. Shoot for less than 10. ✅ General UX Scroll up and down, do the balloons follow ...

When you're deploying WalkMe in your company, it's common to get resistance from your IT / Dev team. Here's the best way I've found to deal with that: First, understand their perspective. 1. You're trying to add a UX overlay to their app. They may feel you're calling their baby ugly. "Oh, you're putting WalkMe on our application? What,...

I ran into a new problem recently while helping a client implement WalkMe on the Salesforce campaigns function. I haven't seen it discussed much but it runs across all Salesforce deployments: Should we fix the end-user's issue with WalkMe or with Salesforce Flow? Overlapping Functions • At the surface level, this was the overlap drivin...

Did your company buy WalkMe to band-aid poor IT project management? I've seen this story a few times in the last year: Company buys a new SaaS application. Could be a new procurement platform, new HCM, new CRM, new Project-Program Management tool, whatever. Company half-bakes the implementation: Some data is imported. Some workflows ar...

If you're getting ready to purchase or expand WalkMe, don't think you can rely on pre-built content templates. Like other products, Digital Adoption Platforms have a general "time to value" challenge. How quickly will customers get results for their orgs after investing? One thread to this is that for various Processes and Systems, the...

I have long despised the LMS. Can WalkMe make "Digital Learning" relevant in 2025? L&D has a big problem. No one likes the traditional LMS experience: #1 The courses are either low-value stock image click-throughs or high-cost custom-created for your company. Or both. #2 The LMS interfaces are clunky. #3 The content is disconnected and...

Read this before you use WalkMe to create "onboarding" for your app: 1. How do we KNOW we have an onboarding problem? -- High churn rate? -- Poor user feedback? -- Low adoption of specific features in the app? -- Every customer sale requires white glove handholding and setup? 2. How do we know it's the onboarding? All of these issues m...

Here's something I'm going to tell you that no one else will. WalkMe needs more technical precision than traditional L&D software. This has happened to me a few times. Company buys WalkMe, starts to get it going. Looks around at their staff to see who could be a WalkMe builder. Finds someone who has been doing L&D for the last 20 years...

Here are great results from a very basic WalkMe use case. A client of mine had a problem with their Salesforce users. Folks were deleting contacts when they shouldn't. This was an appropriate action in certain instances and would cause data loss in other instances. This caused headaches for the SME and support team. So rather than rewr...

Step one in improving adoption of your product (or your company's back-end tech stack) is understanding your end user: Who are they? What are their jobs to be done? How do they typically use our product? What friction do they see? Check this Zoom notification for an example of what you don't want to do. This targeted end-user communica...

How do you know you're using WalkMe the right way? The WalkMe Digital Adoption Platform is *so capable* that a large value I bring to implementations is helping clients understand HOW best to tackle a particular challenge. Here's a recent client example. We are implementing WalkMe on a SaaS application, employee-facing, about 1000 user...

With the proliferation of AI Tools, it's easy for businesses to get distracted. How should we improve our back-end processes? Where does Gen AI come into play? Should we buy a Copilot (or two) and just let employees experiment? Here's where WalkMe has a different and I think better approach. Companies I work with frequently have a shar...